
Configuring ClickUp as a Source
In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the ClickUp option from the list of connectors. Click Next and you’ll be prompted to add your access.1. Add account access
You’ll need your ClickUp Personal Access Token for this connection. Once you have it, add the account access, then click Next.- Authorization: You should Log in with your ClickUp account to authorize the Nekt connector.
- Team ID: The team ID you want to sync with this connector. You can obtain the team ID from your ClickUp URL. For example, in this URL ->
https://app.clickup.com/90132270444
the team ID will be90132270444
. - Start Date: The earliest record date to sync.
2. Select streams
Choose which data streams you want to sync - you can select all streams or pick specific ones that matter most to you.Tip: The stream can be found more easily by typing its name.Select the streams and click Next.
3. Configure data streams
Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.- Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix and make this process faster!
- Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
- Incremental: every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
- Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
4. Configure data source
Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can determine when to execute a full sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while. Once you are ready, click Next to finalize the setup.5. Check your new source
You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.For you to be able to see it on your Catalog, you need at least one successful source run.
Streams and Fields
Below you’ll find all available data streams from ClickUp and their corresponding fields:Spaces
Spaces
Stream for fetching space information.
Field | Type | Description |
---|---|---|
id | String | The unique identifier for the space. |
name | String | The name of the space. |
color | String | The color code for the space. |
private | Boolean | Whether the space is private. |
avatar | String | URL of the space avatar image. |
admin_can_manage | Boolean | Whether admins can manage the space. |
statuses | Array of Objects | List of status configurations for the space. |
multiple_assignees | Boolean | Whether multiple assignees are allowed. |
features | Object | Feature configurations for the space. |
archived | Boolean | Whether the space is archived. |
Folders
Folders
Stream for fetching folder information within a specific space.
Field | Type | Description |
---|---|---|
id | String | The unique identifier for the folder. |
name | String | The name of the folder. |
orderindex | Integer | The order index of the folder. |
override_statuses | Boolean | Whether the folder overrides statuses. |
hidden | Boolean | Whether the folder is hidden. |
space | Object | The space this folder belongs to. |
task_count | String | Number of tasks in the folder. |
archived | Boolean | Whether the folder is archived. |
statuses | Array of Objects | List of statuses for the folder. |
lists | Array of Objects | Lists contained in the folder. |
permission_level | String | Permission level for the folder. |
Lists
Lists
Stream for fetching list information. This includes both lists within folders and folderless lists.
Field | Type | Description |
---|---|---|
id | String | The list ID. |
name | String | Name of the list. |
orderindex | Integer | Order index of the list. |
status | String | Status of the list. |
priority | String | Priority of the list. |
assignee | String | Assignee of the list. |
task_count | Integer | Number of tasks in the list. |
due_date | String | Due date of the list. |
start_date | String | Start date of the list. |
folder | Object | The folder this list belongs to. |
space | Object | The space this list belongs to. |
archived | Boolean | Whether the list is archived. |
override_statuses | Boolean | Whether the list overrides statuses. |
permission_level | String | Permission level for the list. |
Tasks
Tasks
Stream for fetching task information within a specific list.
Field | Type | Description |
---|---|---|
id | String | The task ID. |
custom_id | String | Custom ID for the task. |
custom_item_id | Integer | Custom item ID for the task. |
name | String | Name of the task. |
text_content | String | Text content of the task. |
description | String | Description of the task. |
status | Object | Status information for the task. |
orderindex | String | Order index of the task. |
date_created | String | Creation date of the task. |
date_updated | String | Last update date of the task. |
date_closed | String | Closure date of the task. |
date_done | String | Completion date of the task. |
archived | Boolean | Whether the task is archived. |
creator | Object | Creator information for the task. |
assignees | Array of Objects | List of task assignees. |
group_assignees | Array of Objects | List of group assignees. |
watchers | Array of Objects | List of task watchers. |
checklists | Array of Objects | Task checklists. |
tags | Array of Objects | Task tags. |
parent | String | Parent task ID. |
top_level_parent | String | Top level parent task ID. |
priority | Object | Task priority. |
due_date | String | Due date of the task. |
start_date | String | Start date of the task. |
points | Integer | Task points. |
time_estimate | Integer | Estimated time for the task. |
time_spent | Integer | Time spent on the task. |
custom_fields | Array of Objects | Custom fields for the task. |
dependencies | Array of Objects | Task dependencies. |
linked_tasks | Array of Objects | Linked tasks. |
locations | Array of Objects | Task locations. |
team_id | String | Team ID. |
url | String | Task URL. |
sharing | Object | Sharing settings for the task. |
permission_level | String | Permission level for the task. |
list | Object | List information for the task. |
project | Object | Project information for the task. |
folder | Object | Folder information for the task. |
space | Object | Space information for the task. |
Members
Members
Stream for fetching member information for a list.
Field | Type | Description |
---|---|---|
id | String | The list ID. |
username | String | The member’s username. |
email | String | The member’s email address. |
color | String | The member’s color. |
initials | String | The member’s initials. |
profilePicture | String | URL of the member’s profile picture. |
profileInfo | Object | Additional profile information for the member. |